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AJ Wealth Strategies’s SLR Investment Corp SLRC Stock Holding History

AJ Wealth Strategies’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,200
Closed -$203K – 341
2022
Q1 		$203K Hold
11,200
– – 0.01% 294
2021
Q4 		$206K Hold
11,200
– – 0.01% 279
2021
Q3 		$214K Buy
+11,200
New +$213K 0.01% 265

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

AJ Wealth Strategies's SLRC Position: Q2 2022 in Review

AJ Wealth Strategies sold out of SLR Investment Corp (SLRC) in Q2 2022, closing a stake of 11,200 shares — an estimated $203K sold.

AJ Wealth Strategies first reported a position in SLRC in Q3 2021 and held it in 3 quarters. The position peaked at $214K in Q3 2021. 117 funds tracked by Wall St. Rank hold SLRC as of Q2 2022.

  • AJ Wealth Strategies reported no remaining SLR Investment Corp position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 11,200 SLR Investment Corp shares in Q2 2022, an estimated $203K.
  • AJ Wealth Strategies first reported a position in SLR Investment Corp in Q3 2021 and held it in 3 quarters.
  • AJ Wealth Strategies's SLR Investment Corp position peaked at $214K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.